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Success born of Success born of caliber, commitment caliber, commitment Success born of and core values Kilgroe, Frantzis, Quinty &values Associates and core caliber, commitment Kilgroe, Frantzis, Quinty & Associates

and core values

In the asset management business, trust is a precious commodity. Matt Kilgroe, Senior Vice President– Wealth Management, and Pete Frantzis, Senior Vice President–Wealth Management, of the team forKilgroe, Frantzis, Quinty & Associates Inknown the asset management business, trust is place a precious Matt Senior Vice President– mally as Kilgroe, Frantzis & Associates, a verycommodity. high premium onKilgroe, trust–something their clients Wealth Management, Pete Frantzis, Senior Vice President–Wealth Management, of the team forand industry peers truly and appreciate. Two years ago, when Kilgroe and Frantzis left a large, well-known mally known as to Kilgroe, Frantzis &business, Associates, place a very high premium on trust–something their clients brokerage firm joinmanagement global leader UBS, they with them an Matt enviable following. First, more than In the asset trust brought is a precious commodity. Kilgroe, Senior Vice President– and industry peers truly appreciate. years ago,Vice when Kilgroe and Frantzis lefttransfer aof large, well-known 95% of Wealth Kilgroe and Frantzis’ existing clients came with them to UBS; that client figure is well Management, and PeteTwo Frantzis, Senior President–Wealth Management, the team forbrokerage firm to join global leader UBS, they brought with them an enviable following. First, more than above the industry average ofFrantzis 50%–60%. Second, within three months of and Frantzis’ departure, mally known as Kilgroe, & Associates, place a very high premium onKilgroe trust–something their clients 95%more ofand Kilgroe and Frantzis’ existing clients came them to Florida, UBS; that transfer figure is well industry peers truly Twofirm years when Kilgroe and Frantzis left aUBS. large, two advisory teams leftappreciate. the original inago, St.with Petersburg, toclient join Awell-known third team, led brokerage to join of global leader UBS, they brought them an enviable following. First, moreenough than above the industry 50%–60%. Second, within three months of Frantzis Kilgroe and Frantzis’ departure, by Dave Quinty,firm aaverage 40-year veteran of the original firm,with trusted Kilgroe, & Associates to 95% of Kilgroe and left Frantzis’ existing clients came them to UBS; that to client well led two more advisory teams the and original firm in St. with Petersburg, Florida, jointransfer UBS. Afigure third team, make a life-changing career move combine forces to become Kilgroe, Frantzis, Quinty & isAssociates. above the industry average of 50%–60%. Second, within three months of Kilgroe and departure, by Dave Quinty, a 40-year veteran of the original firm, trusted Kilgroe, Frantzis &Frantzis’ Associates enough to two more advisory teams left the original firm in St. Petersburg, Florida, to join UBS. A third team, led make a by life-changing career move and combine forces to become Kilgroe, Frantzis, Quinty & Associates. Trust:Frantzis The true measure of success Dave Quinty, a 40-year veteran of the original firm, trusted Kilgroe, & Associates enough to Today, Kilgroe, Frantzis, Quinty & Associates is enjoying its tenth year of 15% average annual growth make a life-changing career move and combine forces to become Kilgroe, Frantzis, Quinty & Associates. and Trust: Thenamed true measure success boasts over $700 million in assets under management. Kilgroe, repeatedly a Barron’sofTop 1,000 Today,Financial Kilgroe, Frantzis, Quinty & Associates is enjoying its tenth year of average annual growth and Trust: The measure of of success Advisor since 2009, regards the team’s trustworthiness as15% the true principal driver its success. Today, Kilgroe, Frantzis, Associates isand enjoying its tenth of average annual growth and1,000 boasts over $700 million inQuinty assets under management. Kilgroe, repeatedly named atheir Barron’s Top “The way we become partners with&our clients, the way theyyear tell us15% we’re part of family—this is boasts overpractice,” $700 million in assets under repeatedly a Barron’s 1,000 Financial since 2009, regards the team’s trustworthiness as thenamed principal driverTop of success. the essence of Advisor our Kilgroe says. “Itmanagement. manifests inKilgroe, many ways, including the lengths to its which we since 2009, regards theand team’s as principal of driver of family—this its success. “The way we Financial becomeAdvisor partners with our thetrustworthiness way they tellwork us the we’re their is go to communicate with clients and toclients, serve their needs. We often withpart three or four generations “The way we become partners with our clients, and the way they tell us we’re part of their family—this is the essence of our practice,” Kilgroe says. “It manifests in many ways, including the lengths to which we of the same client family, which we really enjoy. “There’s a lot of talk about relationship-building in our the essence of our practice,” Kilgroe says. “It manifests in many ways, including the lengths to which we go to industry,” communicate with adds. clients andfor to serve needs. We often workwith with three ormeasurable four generations Frantzis “But us, it’stheir atheir way of life that impacts our clients ways.” go to communicate with clients and to serve needs. We often work three orin four generations of the same which we really enjoy. “There’s of talk talkabout about relationship-building of theclient same family, client family, which we really enjoy. “There’saa lot lot of relationship-building in ourin our industry,” Frantzis adds.adds. “But“But for for us, us, it’sit’s a way that impactsour our clients inserve measurable ways.” industry,” Frantzis a wayof oflife lifeDiscipline, that impacts clients in measurable consistency toways.” reassure Kilgroe, Frantzis, Quinty & Associates focuses on five well-defined service areas—portfolio/financial Discipline, consistency serve totax reassure Discipline, consistency serve toplanning— reassure management, legacy planning, estate coordination, retirement cash flow strategies and Kilgroe, Frantzis, Quinty & Associates focuses on five well-defined service areas—portfolio/financial Kilgroe, Frantzis, Quinty &managing Associateseach focuses on five well-defined service areas—portfolio/financial inmanagement, creating and closely client’s customized financial plan. “Clients appreciate our legacy planning, estate coordination, retirement cash flow strategies and tax planning— management, legacy planning, estate coordination, retirement cash flow strategies and tax planning— consistency,” Frantzis says. “We and our clients have shared expectations going forward, and they in creating and closely managing each client’s customized financial plan. “Clients appreciate our in creating closely managing each client’s customized financial plan. “Clients appreciate understand we’reand balancing risk and reward in the context of a plan designed to meet their consistency,” Frantzis says. “We and our clients have shared expectations going forward, andlong-term they our consistency,” Frantzis says. “We and our clients have shared expectations going forward, and they goals.” “Our bigwe’re focus is managing through the that our to clients Kilgroe says. understand balancing risk and reward in thenoise context of bombards a plan designed meetdaily,” their long-term understand we’re balancing and reward the context of bombards a make plan designed todaily,” meetwould their long-term “Our big focusrisk issuddenly managing through the noise that clients Kilgroe says. “We’regoals.” not going to swing in a in new direction and aour huge bet that endanger “We’re not goingisThis to swing suddenly in a their new direction and make a huge goals.” big focus managing through the noise bombards ourbet clients daily,” says. our“Our clients’ future. is how we earn trust that and why they elect tothat staywould with endanger usKilgroe over time.” clients’ is how in weaearn trust and why they a elect to stay over time.” “We’re notour going tofuture. swing This suddenly newtheir direction and make huge bet with that us would endanger our clients’ future. This is how we earn their trust and why they elect to stay with us over time.” Pete Frantzis UBS Financial Services Inc. Pete Frantzis UBS Financial Services Inc. Senior Senior Vice President–Wealth Management 150Second Second Avenue North, Vice President–Wealth Management 150 Avenue North, SuiteSuite 1000 1000 Pete Frantzis UBS Services Inc. 863-255-4672 St. Petersburg, FL 33701 863-255-4672 St.Financial Petersburg, FL 33701 Senior Vice President–Wealth Management 150 Second Avenue North, Suite 1000 863-255-4672 St. Petersburg, FL 33701

ubs.com/team/kfq

ubs.com/team/kfq ubs.com/team/kfq Barron’s Top 1,000 Financial Advisors list is based on asset under management, revenue, and quality of practices. As a firm providing wealth management services to clients, we offer both investment advisory and brokerage services. These services are separate and distinct, differ in material ways and are governed by different laws and separate contracts. For more information on the distinctions between our brokerage and investment advisory services, please speak with your Financial Advisor or visit our website at ubs.com/workingwithus. ©UBS 2014. All rights Barron’s Top 1,000 Financial Advisors list Inc. is based on asset management, revenue, and quality of practices. As a firm providing wealth management services to clients, we offer both 31.00_Ad_8.5x11_SP0925_FraP IS1401750 Exp 9/30/16 reserved. UBS Financial Services is a subsidiary of under UBS AG. Member FINRA/SIPC.

investment advisory and brokerage services. These services are separate and distinct, differ in material ways and are governed by different laws and separate contracts. For more information on the distinctions between our brokerage and investment advisory services, please speak with your Financial Advisor or visit our website at ubs.com/workingwithus. ©UBS 2014. All rights Barron’s Financial Advisors is basedofonUBS asset management, and quality of practices. As a firm providing wealth management services to clients, we offer both 31.00_Ad_8.5x11_SP0925_FraP IS1401750 Exp 9/30/16 reserved. Top UBS1,000 Financial Services Inc. is alist subsidiary AG.under Member FINRA/SIPC.revenue, investment advisory and brokerage services. These services are separate and distinct, differ in material ways and are governed by different laws and separate contracts. For more information on the distinctions between our brokerage and investment advisory services, please speak with your Financial Advisor or visit our website at ubs.com/workingwithus. ©UBS 2014. All rights

Profile for The Lakelander

The Lakelander | November - December 2015  

Bohemian Farmhouse / Standing for Hope / Space Ghost Pie / The Taste of Tradition / Holloway Park

The Lakelander | November - December 2015  

Bohemian Farmhouse / Standing for Hope / Space Ghost Pie / The Taste of Tradition / Holloway Park